Filed August 1, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $42,664 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,999 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,426 | $130,141-65.9% | $86,677-48.7% | $77,904-43.0% |
| Participation rate | 81.4% | 85.9%-4.6pp | 76.6%+4.8pp | 73.7%+7.7pp |
| Annual return | -15.29% | -12.75%-2.5pp | 35.91%-51.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,357 | $3,220-57.9% | $2,836-52.2% | $2,848-52.4% |
| Participant deferral / active EE | $3,072 | $5,757-46.6% | $4,656-34.0% | $4,806-36.1% |
| Admin fee / account holder | $65 | $132-50.5% | $7,493-99.1% | $133-50.8% |